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Add a bank account

To pay bills or get paid using Bill.com, you'll need to add your bank account information. Check out Resources below for more information about Bill.com security. 
 
Bank account setup differs depending on what kind of Bill.com account you have: 
 
 
 
 

Advanced (monthly subscription)
 
You must have Pay bills via Bill.com permissions to add a bank account to Bill.com.  By default, the Administrator of the Bill.com account has this permission, as do any Payers. 
  1. Hover over the gear icon , and then click Settings 
  2. Under Your Company, click Bank Accounts 
  3. Click Set up new bank  The bank account wizard (6 steps) will display.
  4. Confirm you have signing authority, agree to the Bill Payment Terms of Service, and then click Next
  5. Identity Verification:
    • For your security, we'll ask you a short series of questions from information on the public record to verify your identity, beginning with your name and address. 
      • IMPORTANT: Make sure to use your legal name, and home address (usually the one that appears on your Driver's License). If the name you have entered in Bill.com isn't your legal name, click Update my legal name. You'll be returned to this page after making changes.
  6. Click Link your bank account
      • If you'd prefer, you can click enter your bank info manually. This process takes a little longer (2-3 banking days), and requires us to make a micro-deposit in your bank account, to verify it can process ACH payments. If you choose this option, you'll be asked to enter your bank account info, and then verify the micro-deposit amount in 2-3 banking days. Learn more here: 
  7. Click your bank name, or click View More and search if you don't see yours listed. 
    •  
  8. Enter your online banking login credentials
  9. If you have Multi-Factor Authentication set up for your bank login, you'll be asked for that here. Enter the code as soon as you receive it.  
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  10. Click Continue—just one more step before you're ready to pay bills or get paid!
  11. Okay, last step! Select which accounts you want to use with Bill.com. Add the category (Business or Personal) and name on the account for each. 
    • Note: You might be asked for Tax ID/Tax ID Type, if you haven't provided this already. This is required by financial regulations. 
  12. Click Save. You're ready to use your bank account with Bill.com!

Things to know

  • An email will be sent to all Administrator users on the Bill.com account when a NEW bank account is added
  • Once the bank account is active, the bank-authorized user can nominate other users to become authorized in order to pay bills. See Resources below for more info. 
 
 
 
 
 
 

Basic accounts (free)
  1. Hover over the gear icon , and then click Settings 
  2. Under Your Company, click Bank Accounts 
  3. Click Set up new bank  
  4. Confirm you have signing authority, agree to the Bill Payment Terms of Service, and then click Next.
  5. Identity Verification
    • For your security, we'll ask you a short series of questions from information on the public record to verify your identity, beginning with your name and address. 
      • IMPORTANT: Make sure to use your legal name, and home address (usually the one that appears on your Driver's License). If the name you have entered in Bill.com isn't your legal name, click Update my legal name. You'll be returned to this page after making any necessary changes.
  6. After completing the identity verification, enter your bank account information, including Bank Name, Bank Account type, Routing and Account Numbers, Tax ID, and Tax ID type. Once you've filled out all required fields, click Next.
    • Note: You might be asked for Tax ID/Tax ID Type, if you haven't provided this already in your Company Profile. This is required by laws and regulations surrounding money movement.
  7. Click Next. Your bank account is ready to go!

Things to Know

  • An email will be sent to all Administrator users on the Bill.com account when a NEW bank account is added.

 

 

 

Resources

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